Regional Account Manager - Executive Benefits (Remote)

About the role

The Regional Account Manager will independently manage a book of accounts and serve as a key relationship partner for clients, brokers, and internal teams throughout the lifecycle of each case. This role requires strong organization, proactive problem-solving, and the ability to deliver effective enrollment and service solutions that support both customers and business partners.

Responsibilities

• Independently manage an assigned book of Executive Benefits accounts after training, serving as the primary relationship partner for clients, brokers, wholesalers, and internal teams
• Build knowledge of products, processes, and systems to support account needs and enhance the overall customer experience
• Partner across internal teams to resolve issues, remove barriers, and deliver timely, effective solutions
• Use data and reporting to monitor account activity, identify trends, and support decision-making
• Manage client and broker inquiries, service needs, escalations, and communications with professionalism and sound judgment
• Support technology-enabled enrollment, administration, and service solutions, including online tools, platforms, and system enhancements
• Contribute to projects, process improvements, and initiatives that strengthen team operations

Requirements

• Experience in account management, customer service, operations, sales support, implementation, or relationship management (insurance or Executive Benefits experience necessary)
• Strong communication skills, with the ability to listen, ask thoughtful questions, and clearly explain information
• Effective organizational and follow-through skills, with the ability to manage multiple priorities and meet commitments
• A proactive, solution-oriented mindset with the ability to identify issues and recommend practical improvements
• Comfort working with data, reporting, Microsoft 365 tools, Excel, and internal systems
• A collaborative approach with a willingness to partner across teams

Qualifications

• Curious, resourceful self-starter who enjoys solving problems and working across teams
• Able to take ambiguity and turn it into clear, actionable plans
• Motivated to improve processes and enhance the client and partner experience

Skills

• Communication skills
• Organizational and follow-through skills
• Data and reporting skills
• Microsoft 365 tools proficiency
• Collaborative approach

Benefits

Guardian offers a comprehensive benefits package, including health insurance, retirement plans, and paid time off. Specific details can be found on the Guardian Life careers website.

Pay

$68,970.00 - $113,310.00

Schedule

Open to Remote or Hybrid option.